A financial adviser is someone who works with you to achieve your financial objectives. A financial Adviser should provide advice to protect you and your family should the worst happen and implement a plan to enable you to have a successful retirement. They should also maintain regular contact with you and regularly review your financial plan to ensure it’s on track to achieve your objectives. A good financial adviser will also assess your entire financial position highlighting any additional areas for consideration such as Estate Planning.
What is a Financial Adviser?
by Chris Carter | May 25, 2022